UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc header image

UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc

Fund

ISIN LU2796587017 / Valor 13414275

NAV (2025-11-21)
USD 1,184.47-0.02%

UBS (Lux) Strategy Fund - Balanced (USD) I-A1-acc
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UBS (Lux) SF Balanced Sust (USD) is an actively managed global fund that maintains an even split between a diverse array of international equities and high-quality bonds. Additionally, it includes money market instruments to enhance stability. This balanced approach aims to provide both growth potential from stocks and steady income from bonds, ensuring a well-rounded and diversified investment portfolio.

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Tags:
esg balanced allocation

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OTHER SHARE CLASSES OF THIS FUND

UBS (Lux) Strategy Fund - Balanced (USD) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) P-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) P-4%-mdist Valor: 25287564
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Annual Return

-50%0%+50%

Risk level

110
-0.02%USD 1,028.02
UBS (Lux) Strategy Fund - Balanced (USD) P-dist
UBS (Lux) Strategy Fund - Balanced (USD) P-dist UBS (Lux) Strategy Fund - Balanced (USD) P-dist Valor: 239658
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Annual Return

-50%0%+50%

Risk level

110
-0.02%USD 2,729.84
UBS (Lux) Strategy Fund - Balanced (USD) Q-acc
UBS (Lux) Strategy Fund - Balanced (USD) Q-acc UBS (Lux) Strategy Fund - Balanced (USD) Q-acc Valor: 21513473
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Annual Return

-50%0%+50%

Risk level

110
-0.02%USD 184.15
UBS (Lux) Strategy Fund - Balanced (USD) (HKD) Q-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (HKD) Q-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (HKD) Q-4%-mdist Valor: 28329686
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Annual Return

-50%0%+50%

Risk level

110
0.01%HKD 1,114.16
UBS (Lux) Strategy Fund - Balanced (USD) P-mdist
UBS (Lux) Strategy Fund - Balanced (USD) P-mdist UBS (Lux) Strategy Fund - Balanced (USD) P-mdist Valor: 23116938
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Annual Return

-50%0%+50%

Risk level

110
-0.02%USD 1,193.07
UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) P-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) P-mdist UBS (Lux) Strategy Fund - Balanced (USD) (SGD hedged) P-mdist Valor: 23116940
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Annual Return

-50%0%+50%

Risk level

110
-0.04%SGD 1,135.33
UBS (Lux) Strategy Fund - Balanced (USD) P-C-dist
UBS (Lux) Strategy Fund - Balanced (USD) P-C-dist UBS (Lux) Strategy Fund - Balanced (USD) P-C-dist Valor: 836193
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Annual Return

-50%0%+50%

Risk level

110
-0.02%USD 202.00
UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) P-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (AUD hedged) P-4%-mdist Valor: 25609874
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Annual Return

-50%0%+50%

Risk level

110
-0.04%AUD 985.49
UBS (Lux) Strategy Fund - Balanced (USD) (GBP hedged) P-4%-mdist
UBS (Lux) Strategy Fund - Balanced (USD) (GBP hedged) P-4%-mdist UBS (Lux) Strategy Fund - Balanced (USD) (GBP hedged) P-4%-mdist Valor: 27206338
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Annual Return

-50%0%+50%

Risk level

110
-0.03%GBP 913.32
UBS (Lux) Strategy Fund - Balanced (USD) K-1-acc
UBS (Lux) Strategy Fund - Balanced (USD) K-1-acc UBS (Lux) Strategy Fund - Balanced (USD) K-1-acc Valor: 27350541
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Annual Return

-50%0%+50%

Risk level

110
-0.02%USD 8,303,772.06